2024-10-30T09:38:14-05:00 2023-12-31 BENEDICT MCCABE LLC 3700 N CAPITAL OF TEXAS HWY STE 460 AUSTIN TX 78746 990PF 2023-01-01 826673963 HARRY E AND EDA L MONTANDON CHARITABLE TR % RICHARD BURATTI HARR 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 RICHARD BURATTIOTHERS TRUSTEE 5124761040 2024-05-15 true true TRACY BENEDICT P00181574 5124761040 2023 2024-10-15 13:58:12Z X 44815096 X 0 X 147148 171815 873749 888385 900597 28893079 892195 170 170 1921664 1952565 112500 56250 56250 590 590 0 0 30375 30375 0 0 287916 234264 54488 10943 600 5508 431981 337930 0 110738 2233000 2233000 2664981 337930 0 2343738 -743317 1614635 5865613 2674302 2674302 1436504 1316550 1315268 16312754 19798350 22595109 5706547 6261072 6186264 13717456 12243890 12030986 19869 13167 13167 43058743 42307331 44815096 0 0 X 41087670 41087670 1971073 1219661 43058743 42307331 43058743 42307331 43058743 -743317 42315426 8095 42307331 PUBLICLY-TRADED SECURITIES P 2023-12-31 28800138 28000884 799254 799254 892195 22443 22443 22443 35610 0 35610 X 0 13167 13167 false false false false false false false true true TX false false false false false true HTTPS://MONTANDONCHARITABLETRUST.ORG RICHARD BURATTI 5125071772 13205 EL CAMINO ROAD AUSTIN TX 78727 false false false false false false false false false false false false false false false false false false false false false RICHARD BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 22500 0 0 KATHLEEN M MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 22500 0 0 ELINE BURATTI 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 22500 0 0 BARRETT RIESS 13205 EL CAMINO ROAD AUSTIN TX 78727 TRUSTEE 0 22500 0 0 JEFFREY MAYES 13205 EL CAMINO ROAD AUSTIN TX 78727 0 0 22500 0 0 US TRUST PO BOX 830269 DALLAS TX 75283 PROFESSIONAL SERVICE 196841 TRUIST WEALTH 611 W 5TH STREET AUSTIN TX 78701 PROFESSIONAL SERVICE 91474 ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. 34825621 2717581 2656940 40200142 0 40200142 603002 39597140 1979857 1979857 22443 22443 1957414 1957414 1957414 2343738 0 0 0 0 2343738 1957414 129427 2021 2020 2019 0 0 2343738 129427 1957414 256897 256897 0 256897 0 256897 MS AMBER CARDEN 607 W 3RD ST SUITE 2760 AUSTIN TX 787014706 5123972257 RESTRICTIONS OR LIMITATIONS ON AWARDS: TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT ARE LEGALLY ESTABLISHED AND WHOSE PRINCIPAL OPERATIONS ARE IN TEXAS THAT SERVE (1) HANDICAPPED AND DISABLED INDIVIDUALS OF ALL AGES, OR (II) CHILDREN, WHETHER HANDICAPPED, DISABLED, ILL OR OTHERWISE DISADVANTAGED. SUBMISSION DEADLINES ARE NOV 1ST AND APRIL 1ST SEE ABOVE CENTER FOR WOMEN & THEIR WORK 1311 E CESAR CHAVEZ ST AUSTIN TX 78702 NONE PC Support art on the go program for disabled young adults and it takes art to spell program for title I children. 25000 FOSTER ANGELS OF CENTRAL TEXAS 101 WESTLAKE DR STE 210 AUSTIN TX 78746 NONE PC SUPPORT GUIDE TO THRIVE PROGRAM for children aging out of foster care focusing on supportive housing. 60000 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE PC SUPPORT CAMP BRAVE HEART. OFFER THERAPEUTIC ACTIVITIES TO CHILDREN EXPERIENCING LOSS OF A PARENT. 25000 JEREMIAH PROGRAM 1200 PAUL TERESA SALDANA ST AUSTIN TX 78702 NONE PC SUPPORT CHILD DEVELOPMENT CENTER FOR CHILDREN OF SINGLE MOTHERS WORKING ON COLLEGE DEGREES. 30000 MARBRIDGE FOUNDATION INC 1100 W LIVEOAK ST AUSTIN TX 78704 NONE PC COVER GAP IN MEDICARE/MEDICAID REIMBURSEMENT FOR SKILLED NURSING CARE FOR CLIENTS WITH DISABILITIES. 125000 TEXAS RAMP PROJECT 105 LBJ DR JOHNSON CITY TX 78636 NONE PC Support operations to construct wheelchair ramps for low income adults. 40000 DOWN HOME RANCH INC 20250 FM 619 ELGIN TX 78621 NONE PC Improvements to aging infrastructure in camp that provides access to individuals with disabilities. 50000 DOWNTOWN WOMENS CENTER 409 SOUTH MONROE AMARILLO TX 79101 NONE PC SUPPORT YOUTH BEHAVIOR MODIFICATION AND HEALING PROGRAM FOR children of mothers in recovery. 40000 ROCK-RIDE ON CENTER FOR KIDS 2050 RICKRIDE LN GEORGETOWN TX 78626 NONE PC Underwrite purchase of four acres for expansion. 200000 RONALD MCDONALD HOUSE CHARITIES 1315 BARBARA JORDAN BLVD AUSTIN TX 78723 NONE PC Continue the support of a place like home expansion campaign. 25000 ARC OF THE CAPITAL AREA 1106 CLAYTON LN STE 215E AUSTIN TX 78723 NONE PC Support expansion of services to clients with intellectual and development disabilities. 25000 AUSTIN HABITAT FOR HUMANITY 500 W BEN WHITE BLVD AUSTIN TX 78704 NONE PC Support a home build for a family with a disabled child. 35000 AUSTIN SMILES 9415 BURNET RD 207 AUSTIN TX 78758 NONE PC Fund and expand the central cleft community. 40000 AUSTIN YMBL SUNSHINE CAMP 2225 ANDREW ZILKER RD AUSTIN TX 78746 NONE PC Provide installation of air conditioning into summer cabins. 25000 BOYS & GIRLS CLUBS OF AUSTIN 6648 ED BLUESTEIN BLVD AUSTIN TX 78723 NONE PC Support youth programming for 3,000 youth at 24 club locations. 25000 CANDLELIGHT RANCH 6408 MULESHOE BEND TRAIL MARBLE FALLS TX 78654 NONE PC ENGAGE CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES WITH A HEALTHY CAMP EXPERIENCE. 45000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 NONE PC Support youth homelessness demonstration program with housing, furniture, household items and case management. 20000 CENTER FOR CHILD PROTECTION 8509 FM 969 2 AUSTIN TX 78724 NONE PC GENERAL OPERATING SUPPORT TO ASSIST VICTIMS OF CHILD ABUSE WITH CRITICAL SERVICE. 15000 COMMUNITIES IN SCHOOLS 3000 S I-35 FRONTAGE RD STE 200 AUSTIN TX 78704 NONE PC Student and family assistance program and holiday assistance program to cover basic needs of low income families. 30000 CREATIVE ACTION 1023 SPRINGDALE RD BLDG 3 AUSTIN TX 78721 NONE PC Provide free and affordable high quality after school care to low income youth. 25000 HALF HELEN FOUNDATION 7801 N Lamar Blvd F-34 AUSTIN TX 78752 NONE PC Provide support for eye screening and prescription glasses to low income students. 50000 HAND TO HOLD 12325 HYMEADOW DR STE 4-102 AUSTIN TX 78750 NONE PC Underwrite expansion for bilingual counseling program for NICU patients. 20000 JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 NONE PC Support food in Tummies, Coats for Kids and Kids in Cool Shoes. 40000 MEALS ON WHEELS CENTRAL TEXAS 3227 E 5TH ST AUSTIN TX 78702 NONE PC Support for signature program providing quality meals for home bound seniors. 25000 MIRACLE FARM INC 10802 FM 2621 BRENHAM TX 77833 NONE PC Continue supporting counseling and training for trauma impacted boys ages 13-18 as camp residents. 30000 THE RISE SCHOOL OF AUSTIN 4800 MANOR RD BLDG J AUSTIN TX 78723 NONE PC Support speech therapy program for children with disabilities. 25000 SETTLEMENT HOME FOR CHILDREN 1600 PAYTON GIN RD AUSTIN TX 78758 NONE PC Continue support of residential services for young women ages 11-21 as they require trauma care for healing. 50000 WONDERS & WORRIES 9101 BURNET RD STE 205 AUSTIN TX 78758 NONE PC Provide parental illness education and coping therapeutic sessions to children struggling with parents life threatening illness. 20000 DELL CHILDREN MEDICAL CENTER 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC To be used for hand held ultra sound capital equipment for NICU patients. 20000 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE PC FUND C.A.R.E. INITIATIVE TO SUPPORT CHILDREN IN FOSTER CARE WITH SUPPORT SERVICES. 50000 LITERACY COALITION OF CENTRAL TEXAS 724 EBERHART LANE STE 500 AUSTIN TX 78745 NONE PC ASSIST IN PROVIDING PARENTING EDUCATION AND PRESCHOOL EDUCATION TO LOW INCOME STUDENTS. 25000 SAGE STUDIO & GALLERY 916 SPRINGDALE RD BLDG 2 STE 103 AUSTIN TX 78702 NONE PC SUPPORT PROGRAM FOR AUSTIN ARTISTS WITH DISABILITIES TO FOSTER ARTISTIC PRACTICES. 25000 URBAN ROOTS PO BOX 17932 AUSTIN TX 78760 NONE PC PROVIDE FARM BASED SKILL AND LEADERSHIP TRAINING TO AT RISK YOUTHS AGES 14-23 FOR FOOD SCARCE AREAS OF THE COMMUNITY. 50000 DRIVE A SENIOR CENTRAL TEXAS (DBA CHARIOT) PO BOX 202283 AUSTIN TX 78720 NONE PC Expand services to south and southeast Austin for disabled seniors. 25000 CHILDREN'S CRANIOFACIAL 15851 N DALLAS PKWY STE 245 ADDISON TX 75001 NONE PC CHOOSE KIND SCHOOLS INITIATIVE TO BENEFIT CHILDREN WITH CRANIOFACIAL CONDITIONS. 15000 CLAYON DABNEY FOR KIDS WITH CANCER 2825 OAK LAWN AVENUE DALLAS TX 75219 NONE PC Support medicine of the heart program for gifts, last wishes, and financial assistance for families with terminally ill children. 35000 COMMUNITY PARTNERS OF DALLAS 7950 ELMBROOK DRIVE DALLAS TX 75247 NONE Provide critical items to children who have been removed from their homes due to abuse and neglect. 15000 E3 ALLIANCE 930 MIDDLE FISKVILLE RD STE 507 AUSTIN TX 78752 NONE PC Support student completion of math during 4 years of high school with focus on minority and low income populations. 15000 RISE ADVENTURES 2720 ROCHELLE PT IRVING TX 75062 NONE PC Acquire a floating dock system for adaptive water sports - supporting children and adults with disabilities. 50000 SHIELD RANCH FOUNDATION 9433 BEE CAVES RD STE 140 AUSTIN TX 78733 NONE PC Provide nature immersion & Conservation education to diverse and primarily low income students. 25000 SUMMERHOUSE HOUSTON 1424 WASECA STREET HOUSTON TX 77055 NONE PC Purchase new van for program use for clients with IDD. 25000 ADAPTIVE TRAINING FOUNDATION 4125 Old Denton Rd Carrollton TX 75010 NONE PC PROVIDE NINE WEEKS OF INTENSIVE TRAINING TO VETERANS AND DISABLED. 25000 ASSISTANCE LEAGUE OF EL PASO PO BOX 3735 EL PASO TX 79923 NONE PC Support Operation School Bell to provide new clothes to school children. 28000 ASSOCIATION FOR INDEPENDENT LIVING 2826 Storey Lane Dallas TX 75220 none PC Purchase van to transport disabled clients. 20000 AUSTIN DIAPER BANK 2210 DENTON DRIVE AUSTIN TX 78758 NONE PC PROVIDE DIAPERS TO IMPOVERISHED FAMILIES FOR CHILDREN AND INCONTINENT ADULTS. 20000 AUSTIN SPEECH LABS 7800 SHOAL CREEK BLVD STE 136S AUSTIN TX 78757 NONE PC PROVIDE LONG TERM SPEECH AND COGNITIVE THERAPY FOR STROKE SURVIVORS. 20000 HOPES DOOR 860 F AVE STE 100 PLANO TX 75074 NONE PC SUPPORT SURVIVOR SERVICES FOR CHILDREN PROGRAM - FOR CHILDREN AFFECTED BY DOMESTIC VIOLENCE. 15000 HOUSING CRISIS CENTER INC 4210 Junius St Dallas TX 75246 none PC Support scholarship initiative for college or vocational training for homeless youth. 15000 THE SALVATION ARMY AUSTIN AREA COMMAND 4700 MANOR RD AUSTIN TX 78723 NONE PC FUND EMERGENCY SHELTER AND SUPPORT SERVICES FOR 2 FAMILY SHELTERS 25000 SAMMYS HOUSE 2415 TWIN OAKS DR AUSTIN TX 78757 NONE PC OPERATIONAL SUPPORT FOR CHILDCARE SERVICES FOR LOW INCOME FAMILIES. 15000 THE TEAMCONNOR CHILDHOOD CANCER FOUNDATION 5420 LBJ FREEWAY SUITE 1300 DALLAS TX 75240 NONE PC Fund Kidz Binz Activity Box program. Provide activites for child cancer patients at childrens health hospital in Dallas and cooks childrens in Ft Worth. 15000 TEXAS INSTITUTE OF DEVELOPMENTAL PEDIATRICS 2204 Trolley CV Leander TX 78641 none PC Expand the summer therapy camp for children ages 1-14. 15000 VILLAGE LEARNING CENTER INC 3819 Plum Valley Dr Kingwood TX 77339 none PC Purchase box truck to assist in donation pickups for thrift store which supports adults with disabilities. 30000 TODOS JUNTOS LEARNING CENTER 409 W BEN WHITE BLVD AUSTIN TX 78704 NONE PC PROVIDE HIGH QUALITY CHILDCARE TO CHILDREN OF IMMIGRANTS AND LOW INCOME FAMILIES. 25000 AMERICAN YOUTHWORKS 1901 E Ben White Blvd Austin TX 78741 none PC Material to support youth participation in education and career training. 10000 ANN RICHARDS SCHOOL FOUNDATION 2309 Panther Trl Austin TX 78704 none PC Support to and through college programming for students ages 6th grade through college education. 10000 ASSISTANCE LEAGUE OF AUSTIN 4901 Burnet Road Austin TX 78756 none PC Continue to support operation wish list operation school bell and outreach for low income students. 35000 BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS INC PO BOX 4555 AUSTIN TX 78765 NONE PC SUPPORT ONE TO ONE MENTORING FOR AT RISK CHILDREN. 25000 BOOKSPRING 1807 W SLAUGHTER LN BLDG 1 AUSTIN TX 78748 NONE PC PROVIDE HIGH QUALITY BOOKS TO LOW INCOME CHILDREN 15000 GIRL EMPOWERMENT NETWORK 1111 W MOCKINGBIRD LANE 7-11 DALLAS TX 75247 NONE PC SUPPORT AT RISK YOUTH IN GIRL CONNECT WHICH EQUIPS GIRLS TO THRIVE. 30000 GIRL SCOUTS OF CENTRAL TEXAS INC 12012 Park Thirty Five Cir Austin TX 78753 none PC Provide high quality youth development programming in economically disadvantage girls age K-12. 15000 HILL COUNTRY MEDICAL MINISTRIES INC 904 CRYSTAL FALLS PARKWAY LEANDER TX 78641 NONE PC Funding for medical professionals for mental health assessment and treatment. 25000 PARTNERSHIPS FOR CHILDREN PO Box 204444 Austin TX 78720 none PC Support the rainbow room program which supplies rent, utilities and food security for children in child protective services. 25000 RED ARENA 2435 W FITZHUGH RD DRIPPING SPRINGS TX 78620 NONE PC Assist in completing the purchase of 27 acres and construction of facility for therapeutic lessons and equine therapy. 25000 TEACH FOR AMERICA 701 Tillery St 12 Austin TX 78702 none PC Support ignite fellowship to tutor 5th grader who fell behind in math from covid learning loss. 15000 TEXAS BEEF INITIATIVE PO Box 189 Dripping Springs TX 78620 none PC Provide 130,000 meal of quality beef to non-profit partner agencies. 25000 WILLIAMSON COUNTY CHILDRENS ADVOCACY CENTER INC 211 COMMERCE BLVD STE 101 ROUND ROCK TX 78664 NONE PC Fund the healing process for children who have suffered abuse. 25000 CASA ESPERANZA INC PO BOX 457 LIBERTY HILL TX 78642 NONE PC Purchase a lot to build 6th home. 100000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST SUITE 350 AUSTIN TX 78702 NONE PC Support 6th graders first generation on path to college. 25000 CHILDREN'S ADVOCACY CENTER 1501 W ANDERSON LANE BLDG B-1 AUSTIN TX 78757 NONE PC Support advocacy for children who are in the foster care system. 20000 2233000 14 147148 14 873749 18 900597 1921664 1921664 false false false false false false false false false false TAX AND RELATED ACCOUNTING FEE 30375 30375 RICHARD BURATTI ALL DIRECTORS ARE PART-TIME. U S TRUST INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. TRUIST WEALTH INVESTMENT ADVISOR. PRIVATE FOUNDATION TAX RETURN IS ON EXTENSION UNTIL 11/15/2024. AFTER TAX RETURN IS FILED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. US TRUST SEE ATTACHED SCH 4250489 4213317 TRUIST SEE ATTACHED SCH 2010583 1972947 US TRUST SEE DETAIL 12305920 14295786 TRUIST SEE DETAIL 7492430 8299323 1316550 1315268 US TRUST SEE ATTACHED SCH 2859585 2775770 TRUIST SEE ATTACHED SCH 9384305 9255216 LEGAL FEES 590 590 PRIOR YEAR TAX OVERPAYMENT 19869 13167 13167 BASIS ADJUSTMENTS 1393 PREPAID TAX ADJUSTMENT 6702 ADMINISTRATIVE EXPENSES 600 600 INVESTMENT EXPENSES 4908 INV/ACCOUNT MANAGEMENT FEES 221585 221585 ADVISOR/ADR FEES 11843 12679 GRANTMAKING FEES 54488 54488 FOREIGN TAX PAID 10943 INCOME TAX REFUND